Список проголосовавших за комментарий " QAD target raised to $33 at Stifel; Buy (28.70)Stifel raises their QADA tgt to $33 from $30 after co posted a nice close to FY17, with in-line F4Q17 total revenue, continued cloud momentum, improving cloud gross margins (up 493bps Q/Q), and solid metrics. Just as important, QAD issued above consensus FY18E revguidance and in-line cloud expectations, implying another year of 30%+ cloud growth. Mgmt also appeared upbeat around the overall demand envm't, given improvements in Europe and improving sentiment across manufacturing verticals more broadly. Overall, these results signal that QAD's shift to the cloud continues to progress, not just in terms of on-premise conversions but also in terms of attracting net new customers. Firm highlights the shift to the cloud will continue weighing on the overall model. Despite the impact to the financials, they continue to support this LT strategy given that it should help improve QAD's future growth rate, meaningfully expand co's total addressable market, and enhance customer lifetime value."